Tax Manager CPA — Leadership & Ownership Path

Wertz & Associates; Washington (District of Columbia); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation package

Performance bonus opportunities

Medical Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

401(k)

Paid Time Off

Professional development opportunities

Flexible and supportive work环境

Job summary

Wertz & Associates seeks a Tax Manager, CPA to join its leadership team in Washington. You’ll lead client engagements, mentor staff, and provide proactive planning with a focus on advisory services beyond compliance. Excellent client relationships and strategic thinking are essential.

The role offers ownership potential, a collaborative culture, and opportunities to influence firm growth. A strong track record in public accounting and leadership will be highly regarded.

Qualifications

• Active CPA license required.
• Bachelor's Degree in Accounting or related field.
• 5+ years of public accounting experience.
• Strong experience with business and individual taxation.
• Experience reviewing tax engagements and managing client relationships.
• Excellent written and verbal communication skills.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Demonstrated leadership and project management skills.
• Commitment to exceptional client service.

Responsibilities

• Lead and review complex tax engagements for individuals, partnerships, S-corps, C-corps, trusts and fiduciaries.
• Develop proactive tax strategies to reduce risk and improve financial outcomes.
• Advise on entity structure, business planning, succession strategies, and tax efficiency.
• Research and resolve complex tax issues with practical client-focused recommendations.
• Serve as primary advisor for key client relationships.
• Meet regularly with clients to understand goals, challenges, and opportunities.
• Mentor, coach, and develop staff and senior accountants.
• Manage workflow, deadlines, and engagement profitability.
• Support a collaborative culture focused on growth and client service.

Skills

Leadership

Client relationship management

Communication skills

Analytical thinking

Project management

Tax planning advisory

Education

Bachelor's Degree in Accounting

Master's Degree in Taxation

Job description

Wertz & Associates seeks a Tax Manager, CPA to join its leadership team in Washington. You’ll lead client engagements, mentor staff, and provide proactive planning with a focus on advisory services beyond compliance. Excellent client relationships and strategic thinking are essential.

The role offers ownership potential, a collaborative culture, and opportunities to influence firm growth. A strong track record in public accounting and leadership will be highly regarded.